Kate Mann currently serves as a financial planner with Truist Investment Services, Inc. She offers clients an objective and collaborative financial planning experience, helping them set a realistic strategy to reach their goals by building a personalized financial plan.
Prior to joining Truist, Kate earned a J.D. from Belmont University College of Law and an MBA from the Jack C. Massey Graduate School of Business. She has interned with The Tennessee Department of Commerce and Insurance. She has also previously served as a law clerk for Belmont University’s Office of University Counsel.